Technical Workshop

Johan OlssonMicrosoft AB

Microsoft Dynamics - Innovations

Agenda

• Module 1 Dynamics Application Platform• Module 2: Look & Feel AX 4.0• Module 3: What’s new in AX 4.0 technical• Module 4 Q and A

•Microsoft Dynamics AX Microsoft Dynamics AX 4.04.0

•Accounts Payable / Accounts Receivable•Aging buckets reporting•Payment proposal•Check refund•Statements•Balance form redesign•Server•Session management improvements •Converted Server Interface (AOCP) to RPC •Personalization data moved to database •Securing Server API mitigations •Data Access•Optimistic concurrency control – forms code•Optimistic concurrency control – back-end business logic code•Table Permission Framework - a Server (AOS) based security framework •ODBC server side cursor enhancements •Record Identifier enhancements •64-bit records ids •Allocated by table regardless of company •SQL authentication is integrated security•UDB eliminated; session persistence is SQL Db •Setup •Computer roles based •Mask technical complexity for a single computer deployment •Reduce the need for specialized knowledge to achieve a basic implementation of product•Quicker ramp up to productive usage •Unified look and feel •Multi-Instance AOS •Quick single computer installation for partners/developers only requires pressing “Enter” •Security•Rich client users and web users have been merged into one user type •All enabled users must be valid Active Directory users •Active Directory Import Wizard eases provisioning •Perimeter Network Configuration Wizard •Application Integration Framework•New features.  Replaces Commerce Gateway •Web services •Business to Business integration •Application to Application integration •Enterprise Portal•Microsoft SharePoint Web authoring experience •Richer content and document management•Integrated collaboration •Dynamics AX Web part integration into existing SharePoint sites•Common search•Better personalization•Improved security with encryption support•Integrated debugging•AOT and WSS integration•Web Farm support for load balancing

•Sales Orders and Purchase Orders•Direct delivery•Automatic update of packing slip on sales order, when purchase order is packing slip updated for easy follow-up•Synchronization of data between purchase orders and sales order•Control layer ensures user doesn’t incidentally break business rules•Automatic transfers of customer delivery address information to vendor•Intercompany•Tighter connection of the supply chain•Several pricing strategies supported•Differentiated control of the picking process start•Parameter controlled printer selection•Intercompany master scheduling•Distribution of notes•Flexible setup of update sequences•Rule-based control of user activities•Automatic settlement of intercompany payments•Delivery address on order line•Delivery to different addresses on the same order•Parameter controlled summary updates of internal and external documents •Enhanced delivery date control•Ability to distinguish between shipping and receipt dates•Capture both requested and confirmed delivery dates•Automatic calculation of shipping and receipt dates•Patent protected possibility to simulate different shipping and receipt dates based on mode of delivery, warehouse and geography•CRM•Advanced Outlook integration•Improved telemarketing interface•Campaign target distribution•Advanced management statistics•Advanced tools for campaign web broadcast•Activity control enabled for more record types•Customer and vendor synchronization•Quotation CRM workflow•Outgoing E-mail storage•Price simulation includes wider range of calculations made towards single and multiple quotation lines•Service•Service agreements •Service orders •Repair management •Replacement history •Outlook integration•Fixed period subscriptions•Irregular period subscription•Subscription indexation•Subscription accrual•Quotations•Sales quotations•Project quotations•Quotation templates•Mass creation of quotations•Delete quotations

•Human Resources•Improved support for work with contractors •Expanded recruitment project functionality •Improved support for absence planning •Mass-hire projects •Employee responsibility reporting •Enhanced ability to move employees within the organization •US Payroll•Canadian Payroll•Project Accounting•Actual vs. Budget statistics•Statistics viewable everywhere•Invoice control•3 new internal project types – investment, cost, time•51 new reports•Improvements in estimates, budgets, credit notes•Change project group•Enhanced project form•Improved copy wizard•Invoice project and estimate project forms functions

•Activity, item task, forecast, project stages•Improved invoice documents•Improved transaction traceability•Single or multi-select functions•Fixed Assets•Ability to manage assets without affecting the General Ledger – used for tAX or reporting asset books•Ability to manage assets using a different calendar than the financial calendar•Split out the straight depreciation method line into 2 methods•Additional reducing balance methods•7 depreciation conventions added that affect the first and last year’s depreciation•Additional depreciation allowed in the first year of the asset’s life (Section 179, etc.)•Bonus depreciation only for depreciation books•Ability to define unlimited bonus records with priority order and used with a proposal process•Provides the ability to mass update the depreciation convention for a range of assets•Mass update only for depreciation books•Updated reports to support depreciation books•3 new reports: Mid Quarter Applicability, Asset Basis, Book Compare•Many country specific features have consolidated into core and are available for all users•General Ledger•Dimension hierarchies

•Hierarchy designer•Dimension data entry•Dimension combination validation•Dimensions rendering

•Financial statements•Ledger accruals•US Sales Tax•Transaction reversal•Audit trail enforcement•Exchange adjustment

•Reporting •Secure end user ad-hoc reporting through model driven integration with SQL Server Report Builder •Out-of-the-box end user reporting models for application modules •Secure production report authoring using the SQL Report Designer •Secure database views to enable authoring secure reports using external report writers •Report-to-Report and Report-to-Form drill through actions in native X++ reports •Balanced Scorecard•Navigation changes •Improved design and creation process •Improved and realigned terminology and structure •Added ability to create new scorecards, objectives, measures, and graphical indicators based on existing setups •New performance overview •Alerts•User-specific configuration of alert•Intuitive, easy rules setup•Alerts generated by monitoring specific dates•Alerts generated by monitoring changes in system•Conditions filtering of alerts•Flexible delivery and access to alerts•Fast access to alert details•Alert rule templates•Alerts integration with Outlook•Remote access capabilities to alerts•Performance Improvements•Optimistic concurrency enabled application•Database primed for replication•Extensive re-indexing •Exploits new SQL Server functionality•Optimal storage of data•Thread pooling on Axapta Object Server•Upgrade optimized for large databases•Help•Standardized Help Viewer•Standard Help authoring tools •Better Help performance•Continuous publishing model supports Help updates•Leverages future investments in help technology•Global parity: base docs in all locales•Enhanced Implementation Guide for Partners•.NET Business Connector•A versatile, general-purpose platform component•Uses the Microsoft .NET Framework 2.0•Supports Microsoft Visual Studio 2005•Enables the development of managed applications against Dynamics™ AX•Public managed classes allow you to invoke X++ business logic and access data•Can be used to implement and deploy both client and server-based applications•When hosted in IIS, provides access to the managed (ASP.NET) http context from X++•CLR interoperability can be invoked to use external managed components from X++ code•Supports AX user impersonation•Used by Enterprise Portal and AIF

Microsoft Dynamics AX 4.0

Nyheter i applikation, 678 sidor!Nyheter i applikation, 678 sidor!

Ny Benchmark AX 4.0 

Orderflöde , Registrera orderrader, plocka, packa Orderflöde , Registrera orderrader, plocka, packa och faktureraoch fakturera

Inköp, Registrera inköpsorder, mottagning, Inköp, Registrera inköpsorder, mottagning, registrera fakturaregistrera faktura

177 GB Databas177 GB Databas

1000 Samtidiga användare1000 Samtidiga användare

55,000 Rader / Timme (45000 / 10000)55,000 Rader / Timme (45000 / 10000)•Volym

•Scenario

What’s new in Microsoft Dynamics AX 4.0

• General– Adjusting Navigation Pane and Favorites– Global Search Setup– External Help files– Trustworthy computing– Unicode– Integration

• Active directory / Windows authentication logon

• SQL 2005 Server (SQL Reporting Services, Analysis Services Unicode support)

• Sharepoint Portal Services• RFID Infrastructure

What’s new in Microsoft Dynamics AX 4.0

• Alerts (Business Activity Monitoring)– Based on Due dates or database changes– Notification by popup or email– With hyperlink to ether the alert or the source

• Development environment– Version Control management system

• Integrated with Visual Source Safe 2005 server• Procedure

– Check out objects and labels– Check in objects and labels

– Reverse engineering (Visio integration)– New debugger (.Net standards)– Common Language Runtime Interoperability (CLR

Interop)• Access to .Net assemblies

What’s new in Microsoft Dynamics AX 4.0

• Installation and setup– Removal of 2-tier, Thick client, web deployment– Integration with Active directory– Database improvements

• Index management • Better language support by using Unicode• RECid changes

– Ax 3.0: 4,294,967,296 – Ax 4.0: 18,446,744,073,709,551,615

• Optimistic concurrency– Application File Server

• No copy of application folders Anymore• Instead AOS manages applications

– AOS Improvements• Loadbalancing using NLB• AOS is true windows service• Improved communication between client en server

What’s new in Microsoft Dynamics AX 4.0

• Business Intelligence– Integration with SQL 2005 Reporting services

• Using a Semantic Data Model (buidl in AOT)– Native Reporting Engine Enhancements

• Print drill down– Primary Links– Secondary Links

– OLAP• Enhanced security

• Enterprise Portal Framework– Fully integrated with Sharepoint services

• Sharepoint Web authoring experience• Better personalisation• Integrated collaboration and content management• Integrated Document Management• Web framework opened up to existing portals

– Based on .Net Business Connector

What’s new in Microsoft Dynamics AX 4.0

• Business connector– .NET BC Replacing the Ax 3.0 com-connector– More stable / faster– All applications using the com connector need to be

updated:• COM connecter interface adjustments• Fit to Windows Authentication

• Application Integration Framework– Documents based integration (B2B / A2A)– Web services (Intranet use)– Extra- / Intranet use need extra security

Microsoft Dynamics AX Look & Feel

Microsoft Dynamics AX - Technology

• Server• Client• Communication

Changes from 3.0Changes from 3.0

Computer roles basedComputer roles basedUnified look and feel Unified look and feel

No need to figure out which .exe to run from whereNo need to figure out which .exe to run from whereIntegrated database toolsIntegrated database tools

New Add or Remove Programs entriesNew Add or Remove Programs entriesMulti-Instance AOSMulti-Instance AOSSubsequent component installs draws from previous installs Subsequent component installs draws from previous installs

No need to remember where you installed whatNo need to remember where you installed whatQuick single computer installation for partners/developers Quick single computer installation for partners/developers only requires pressing “Enter”only requires pressing “Enter”No Service Manager—now use Windows Services MMC snap-No Service Manager—now use Windows Services MMC snap-ininAOS, EP and Reporting services must be installed on win2k3AOS, EP and Reporting services must be installed on win2k3

The client continues to run on XPThe client continues to run on XPVPC image with all components installed will be on AX CDVPC image with all components installed will be on AX CD

AOS ImprovementsAOS Improvements

Load balancing changed to NLBLoad balancing changed to NLB

Session managementSession managementSession info moved to DBSession info moved to DB

Manage user and business connector sessions Manage user and business connector sessions across all AOS machinesacross all AOS machines

Manage all AOS sessionsManage all AOS sessions

Network performance improvementsNetwork performance improvementsOptimizing meta-data roundtrips - Table and Optimizing meta-data roundtrips - Table and Class LoadingClass Loading

Compression between client and AOSCompression between client and AOS

AOS ImprovementsAOS Improvements

Converted Server Interface (AOCP) to RPCConverted Server Interface (AOCP) to RPCCommunication channels between client-server-Communication channels between client-server-database will be secured using SSPI and RPCdatabase will be secured using SSPI and RPC

Securing Server API MitigationsSecuring Server API Mitigations

2 and 2.5 tier no longer supported2 and 2.5 tier no longer supported

Personalization data is stored in DatabasePersonalization data is stored in Database

Dynamics AX 4.0 SetupDynamics AX 4.0 Setup

Provide a consistent, simple method of Provide a consistent, simple method of installing Axapta 4.0 for customers and installing Axapta 4.0 for customers and partners.partners.

Mask technical complexity for a single computer Mask technical complexity for a single computer deployment deployment Reduce the need for specialized knowledge to Reduce the need for specialized knowledge to achieve a basic implementation of Axaptaachieve a basic implementation of AxaptaQuicker ramp up to productive usageQuicker ramp up to productive usage

AXEnterprise Portal

authenticated users(customers, suppliers,

employees)

MainframeLegacy Applications

AX Enterprise Portalanonymous users(new customers)

Trading partners3rd party applications

DatabaseSQL Server 2000/2005

Windows Active Directory DomainWindows Server 2003

Or Windows 2000 Server

Print Servers

Enterprise PortalInternet Information Services

Windows SharePoint Services

Exchange

Application Object ServersWindows Server 2003

AX Application file server

AX clientsOutlook integrationExcel/SQL Server

Reporting Services integration

AX Batch Servers

AX Analysis serverSQL Server Analysis

Services

AX RFID server

RFID Readers

Application Integration Server (AIF)Internet Information Services

AX Reporting serverSQL Server 2005

Reporting Services

AX Business connector process

AX Business connector process

3rd party applications

AX Business connector process

XML

Trading partners

Web Services

Web Services

Documents (orders, etc).

BizTalk Server 2006

MSMQ, Web

Service Adapters

Web Service Clients

Microsoft Dynamics AX – Enterprise Microsoft Dynamics AX – Enterprise PortalPortal

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